Services

We guide our clients through a full range of tax planning and preparation decisions, helping you minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our up-to-date knowledge of tax laws will help you make sense of your receipts, bills and notices.

No matter how large or small, all businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. We provide accurate record-keeping and reporting as well as support on initial accounting system setup, cost containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

• General ledger and financial statement preparation
• Bookkeeping (Monthly, quarterly, or annual)
• Accounting system setup and support
• Payroll processing
• Cash flow budgeting and forecasting
• Personal financial statements
• Employee benefit and profit-sharing plans
• Corporate tax planning and return preparation
• Litigation support

We assure the solidity of financial records, evaluate financial procedures and help you develop strategies to address the many challenges of business planning and execution. Our objective analysis helps us recommend ways to control costs, increase efficiency, and implement new technologies that take advantage of changes in the marketplace, accounting standards, and tax law.

These services include but are not limited to:

• Reviews, and compilations
• Entity selection and restructuring
• Accounting software selection, implementation, and support
• Business valuations
• Financial projections and forecasts
• Debt and finances advising
• Mergers and acquisitions
• Transaction structuring and negotiations
• Business succession

Our financial statement services comprise two levels of assurance depending on your company's needs.

Reviews

Reviews provide limited assurance to outside interests. Our inquiries and analytical procedures ensure the integrity of your data, confirm your financial statement matters, and identify any items requiring further analysis.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

We offer a full range of services tailored to your needs. We can serve as a “virtual back office” with responsibility for accounts payable/bill paying, accounts receivable/collections, and cash management and reconciliation. The thorough knowledge we acquire of your day-to-day operations equips us to advise you as a “virtual controller” or “virtual CFO,” providing services such as financial statements, budgeting, financial strategy and modeling, and market analysis.

Effective estate and trust planning ensures financial security, minimizes complications for your loved ones, and ensures that your wishes are followed. For businesses, it can maintain a smooth succession of ownership. We help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.

We help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. We also consider tax implications, ensuring you an advantageous after-tax return.

Financial and personal records are often vast and confusing. Our expertise and training help you make sense of these records and transactions. Our litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation.

QuickBooks is a wonderful tool for business owners – when installed, set up and used properly! Our certified QuickBooks ProAdvisors help you use it more efficiently and prevent problems down the road. We offer the following solutions to help meet your QuickBooks needs:

Personal Training

We offer on-site personal training, either one-on-one or with several individuals within your organization.

Installation

We install QuickBooks on your stand-alone computer or in a network environment, in either single- or multi-user mode.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We help experienced users manage their businesses more effectively by improving their current setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. Our support also extends to providing accounting and payroll assistance.

Review

Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted monthly or upon request.

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We help you organize the day-to-day tasks of bookkeeping so that you can focus on your core business.

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, we advise you on choosing an entity type and, later, on restructuring it if advantageous. We ensure that you choose and maintain the most advantageous entity type for the functions your business performs.

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation of our firm can will ease many of your worries. We are ready and willing to answer any and all questions the IRS may be asking of you.

As technologies rapidly advance, companies increasingly need to update their computer systems. We can audit your system competencies and gauge upgrade needs. We can provide support in choosing and implementing new hardware or network systems, taking your budget concerns into consideration.

Our payroll services can help you reduce the time spent on administration by developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Cash flow can make or break a business' ability to survive. Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow – then revisit the plan if and when there are major changes in your business structure to ensure that you are operating at an optimal level. With our guidance, you will always be on top of your finances and ready for the future.

No one can perfectly predict the future, but we can all benefit from planning. Our expertise and experience, combined with a gained understanding of your business, will produce financial projections that can help you manage your business plan and spending. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Business transactions and transitions are complicated affairs. Whether you're buying, selling, or considering a potential merger, we provide professional advice to help you successfully structure and negotiate the deal. We use careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.

Whether your needs are corporate or personal, our professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.